What are Action Items?
Action Items is a Revo feature that proactively identifies tasks you need to take based on your emails, recorded meetings, and chat messages (Slack, Microsoft Teams). Rather than waiting for you to ask, Revo monitors your activity and surfaces relevant tasks automatically.
For each action, Revo gathers all the context it has (who is involved, what needs to be done, why, and how) and prepares a plan in the shape of a card for you to review.
How it works
When Revo detects an action item, it creates a card that may include a drafted document, a suggested reply, a tool update, or any other output relevant to the task. You can then:
Review the card and read what Revo has prepared
Edit it through chat by talking to Revo directly to adjust the output ("make this shorter", "change the tone", "add a section about pricing")
Submit a plan: Compose a plan in the chat panel and Revo will execute it using sub-agents — running multi-step actions on your behalf
Use suggested replies: The chat panel surfaces reply suggestions so you can respond or redirect with a single click
Validate it to let Revo execute the action on your behalf
Agent Activity and Control
When Revo is executing an action item, a live activity overlay shows exactly what it is doing — including nested sub-agent tool calls — so you always have full visibility into what is running.
You can stop the agent at any point using the stop button. This interrupts not just the current response but any in-flight tool execution and sub-agents immediately.
More ways to work with Action Items
A dedicated list: Work through everything Revo has surfaced for you in one focused place at app.revo.ai/actions.
Inside your meetings: The action items from a meeting now appear on the meeting itself, so the task and its context sit side by side.
Hand off to a teammate: Reassign any action item to someone else on your team in a couple of clicks.
Add your own instructions: Before Revo runs an item, tell it how you want it handled — Revo follows your instructions when it prepares and executes the work.
Clear statuses: Each action item shows where it stands — waiting on you, in progress, or done — so nothing slips through the cracks.
Automatic recovery: If a step fails partway through, Revo picks itself back up and offers a clear next step instead of getting stuck.
Create and edit your own Action Items
You are no longer limited to the items Revo surfaces automatically. You can now create your own:
Add an item manually: Use the + New action button to create an action item yourself, capturing what needs doing and any instructions for how you want it handled.
Ask Revo in chat: Tell Revo to create or update an action item conversationally, and it will add or amend it for you.
Create it snoozed: Set an item aside for later by creating it directly in a snoozed state.
Edit on the card: Update an item's title or description directly on the card at any time.
Organize Action Items on a board
A new kanban board gives you an at-a-glance view of everything in flight. Drag items between columns to move them through your workflow, from waiting on you, to in progress, to done.
Priority and due dates
Every action item can carry a priority and a due date. Use them to filter and sort your list so the most important and most time-sensitive work rises to the top.
When Revo finishes a task
When Revo completes an action item, it hands the work back to you with a clear, written summary of what it did, rather than quietly closing the item out. You are also notified when something Revo was working on is finished, so completed work never goes unnoticed.
Undo and restore
Undo a reassignment: After you hand an item to a teammate, a short Undo option lets you take it back in one click. Revo also warns you when an item you are reassigning references private sources.
Restore a finished item: Move a Done item back to In Progress and Revo re-plans it and runs it again.
When do Action Items appear?
Action items can appear up to 1 hour after an email is received, a meeting is recorded, or messages are sent. This delay is intentional: Revo fetches all available context about the action before preparing the card, to ensure the best possible outcome.
What if some Action Items are missing?
If an action item does not appear, it is likely that one or more tools needed to run it are not connected to Revo. Revo will try to identify the missing tools and suggest them, but it may not always detect them automatically. The best way to ensure full coverage is to connect all the tools you want Revo to act on. See the Integrations article for guidance on how to do this.
Deep-Linking to an Action Item
Every action item has a shareable URL. You can use the following URL parameters to control what happens when the link is opened:
?openChat: Opens directly to the action item's chat panel?autoSend: Opens the chat panel and fires a message automatically on arrival
This is useful for sharing a specific action item with a teammate or linking to it from another tool.
Where to find Action Items
You can access your Action Items in two places:
Revo app: app.revo.ai/actions
Chrome extension: Action Items are also accessible directly from Gmail and Outlook via the Revo Chrome extension
Availability and plan limits
Action Items are available natively in the Revo app on all plans except the Light plan. Usage limits apply based on LLM consumption per plan: the higher the plan, the higher the limit.
Have questions? Reach out via the chat widget or at support@revo.ai.